by Admin in Giving
Year-end giving to the Community Foundation of Tampa Bay
As 2018 approaches ,here are a few helpful reminders that can make your year-end giving to existing funds or endowments at the Community Foundation of Tampa Bay go as smoothly as possible:
Charitable stock or mutual fund donation:
Must be received in our brokerage account by 4 PM EST, December 31. Note that mutual fund donations can take up to two weeks to clear.
Securities may be transferred to:
4830 W Kennedy Blvd., Suite 140
Tampa, Florida 33609
Account # 7185-7612
DTC # 0164
Upon initiating the transfer of securities, please notify CFO Kory Burkley of:
• Security name and number of shares being transferred
• Name of the fund at the Community Foundation of Tampa Bay the securities will benefit
• Brokerage firm from which the securities will be transferred
Complex charitable asset donation
Contact Kory Burkley by 5 pm EST December 15.
Postmarked on or before December 31.
If FexEx or UPS, check must be received by the Community Foundation by 4 PM EST December 29.
Wire transfer (cash)
Instruct your financial institution to wire your contribution on or before December 31.
Wire transfer information
Recipient bank is Wells Fargo, to credit of Community Foundation of Tampa Bay for deposit into account number 2000028886327.
For ACH transfer: Routing number is 063107513
For wire transfer: Routing number is 121000248
Chips ID: 0407
Swift ID: WFBIUS6S
Must be received by midnight EST, December 31. Donate now.
Please contact any of our Community Foundation staff if we can assist you. Call us at 813.282.1975.